OUR PROCESS | The Initial Progress Update Meeting

In order to prepare for your Initial Progress Update Meeting, you are encouraged to have questions for your Trusted Advisor™. This is a wonderful opportunity for you to open up about any questions or issues you may be facing. Remember, if there are any drastic changes in your life, please let us know! We are here to help. Otherwise, you will be updated on all progress and receive confirmation of our next scheduled appointment. Please have your calendar handy so you can confirm our next time together. If you have any questions on any of the preparation for this meeting, please contact us.

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